THE MARKET’S REACTION TO CORONAVIRUS January 27, 2020 Markets are down this morning as a result of China’s response to the 2019 – nCoV virus or “coronavirus.” Our analysts have spent the weekend reading through various reports, and we have compiled our best thinking on the matter. To date, the spread and mortality of the…
A Benjamin Graham Analysis of the Dow Jones Industrial Average ETF (Symbol: DIA) FinTrust Brokerage Services | Equity Research December 3, 2019 *Please see important certification and disclosure information at the bottom of this page. Download PDF Industry: Diversified Tracking ETF: SPDR Dow Jones Industrial ETF (DIA) Index Overview: Two-thirds of the DJIA’s 30 component…
Interview Editor’s note: The Q & A below is an interview conducted by Fintrust Director of Marketing and Client Engagement Paige Siniard, with Allen Gillespie, CFA®, President, Managing Partner Investments. November 2019 Download PDFQ3 2019 The Caddyshack Market Q: Allen, you recently called this the “Caddyshack Market,” can you explain? A: Sure. Caddyshack was a 1980s comedy…
Happy Halloween everyone! Today we had our annual chili cook-off and Halloween party. We take Halloween very seriously around here, and this year the costumes went above and beyond. Thank you to Donna Lindley for keeping the tradition going each year, and congratulations on winning the chili cook-off!
Financial Deadlines Some deadlines are hard to forget. For example, nobody forgets the April 15 deadline to file income taxes. However, the year is full of other important dates that can sneak up on even the most time-conscious investor. Many of those occur in the last few months of the year. Below are a few…
September 2019 Inherited Money or Earned Money? Earlier this summer the world lost Gloria Vanderbilt. The eulogies talked mostly about her loves and dramas (Gloria lived a full life); those stories sell tabloids. We prefer to remember her business skills. For example, in the 1970’s, Gloria Vanderbilt basically re-invented the jean industry. Later she launched…
Editor’s note: The Q & A below is an interview conducted by Fintrust Director of Marketing and Client Engagement Paige Siniard, with Allen Gillespie, CFA®, President, Managing Partner Investments. August 2019 Who is Mrs. Watanabe? Q: Allen, the other day in a Fintrust Investment Policy meeting you mentioned “Mrs. Watanabe.” Who is she? A: “Mrs.…